Open and verify the transaction

Save the final executed contract and every incorporated rider, addendum and disclosure.Confirm the effective date and the contract’s method for counting days.CHECK THE SIGNED AGREEMENTIdentify the contract form and whether the transaction uses an as-is or repair-based framework.Verify the parties, property address, legal description and purchase terms.Record the closing date, possession terms and any post-closing occupancy.CHECK THE SIGNED AGREEMENTSubmit the complete file through the brokerage’s required compliance process.

Open escrow and track deposits

Confirm the named escrow agent or closing agent and independently verify delivery instructions.Record the initial deposit amount and delivery deadline.CHECK THE SIGNED AGREEMENTRecord any additional deposit and its delivery deadline.CHECK THE SIGNED AGREEMENTObtain confirmation that each required deposit was received and retain the record.Create a contact sheet for the agents, coordinator, lender, title or closing agent and other named parties.

Manage inspections and disclosures

Confirm the buyer receives the seller’s known-property-condition disclosures used in the transaction.Confirm the required Florida radon notice appears in the transaction documents.Confirm the federal lead-based-paint disclosure for applicable pre-1978 housing.Calendar the inspection period and the exact action required before it ends.CHECK THE SIGNED AGREEMENTCoordinate property access and the inspections selected by the buyer.Track repair notices, negotiations, credits or cancellation rights under the signed contract.CHECK THE SIGNED AGREEMENTFor a condominium or association property, track the required documents, approvals, estoppel and any cancellation period.CHECK THE SIGNED AGREEMENTPrompt early review of flood-zone information, property insurance and flood insurance when applicable.

Track title, financing and closing

Track title evidence, exception documents and any objection or cure period.CHECK THE SIGNED AGREEMENTConfirm whether a survey is required and track ordering and delivery.Confirm responsibility for municipal lien, permit or code searches when used in the transaction.Track loan application, approval, notices and financing contingency dates.CHECK THE SIGNED AGREEMENTCoordinate appraisal access and track any contract right tied to value or financing.Confirm the buyer receives lender closing disclosures and reviews cash-to-close instructions.Tell the client to verify every wiring instruction through a known, trusted contact method.Schedule the final walkthrough and document unresolved condition or repair issues.

Close and complete the file

Confirm signing arrangements, identification requirements and the closing agent’s outstanding items.Obtain confirmation from the closing agent that the transaction has closed before releasing keys.Confirm possession follows the written contract and any occupancy agreement.Save the settlement statement, signed changes, receipts and material transaction correspondence.Complete the brokerage’s file review and resolve requested corrections.Send the client a closing confirmation and practical property handoff information.

Florida contract-to-closing checklist

Open and verify the transaction

Open escrow and track deposits

Manage inspections and disclosures

Track title, financing and closing

Close and complete the file

Find the dates in your agreement.